Andrew Miller is a CFP® certificant with 17 years of industry experience. He is affiliated with ON Investment Management CO and has held roles at The O.N. Equity Sales Company, Hummel Wealth Management, and Hummel Insurance Group since 2008. Outside of financial services, Miller has operated businesses including Beachy's Country Chalet and Miller Mowing for over two decades and serves as a fiscal officer for Sugarcreek Township. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm employs a dual-registration model with broker-dealer activities and provides access to a range of third-party investment programs, managing client accounts through a mix of discretionary and non-discretionary strategies.

Logan Mast is a financial advisor with ON Investment Management CO in Berlin, Ohio, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Hummel Wealth Management, the ON Equity Sales Company, and the Hummel Group. Outside of his financial advisory role, Mast is involved in a personal hobby as a dog broker, connecting breeders with buyers. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management, frequently utilizing third-party investment programs and maintaining a dual-registration model involving broker-dealer activities.

Benjamin Minard is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at Commonwealth since 2013 and is co-owner of MaPP Investment Service, LLC. Outside of advisory work, he is a business consultant through Minard Executive Strategies LLC and serves as an advisory board member for the MWCD Social Welfare Trust. Commonwealth Financial Network supports a national network of nearly 3,000 advisors, providing back-office operations, technology, investment management, compliance, and practice management. The firm offers a variety of advisory programs and discretionary model portfolios, serving both retail and institutional clients.

David Yoder is a financial advisor with Primerica Advisors in Millersburg, OH, holding 14 years of industry experience. He has worked with Primevision Financial Group since 2025 and PFS Investments Inc. since 2012, and prior to that was employed with Alpine Cabinets. Outside of his advisory work, Yoder owns Yoder CAD Design LLC, a custom cabinetry business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and uses model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

Zachary Schuch is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation. Prior to joining Cetera, he held roles at Inogen and the Commercial and Savings Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Bartley Hostetler is a financial advisor with Charles Schwab who holds a Series 66 designation and has 16 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2007 and previously spent 11 years with Charles Schwab Bank. Outside of his advisory role, Hostetler is an independent contractor serving as a basketball official for junior and high school contests and is also a silent partner investor in an agriculture-related business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account services with a multi-asset investment approach supported by centralized operations and a formal alternative-investment process.

Deborah Meitzler is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior experience includes roles at Morgan Stanley and 3 Sixty LLC before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data, emphasizing tax-aware withdrawal strategies and requires clients to meet specific asset minimums for participation.

Lucas Fox is a financial advisor at Edward Jones with 15 years of industry experience and holds the Series 66 designation. His prior work includes roles at Everence Trust Company, ProEquities, Inc., The Huntington Investment Company, and a previous tenure at Edward Jones. Outside of his advisory work, he serves as an ordained minister involved in preaching and community visits, including jail outreach. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Lisa Grassbaugh is a financial advisor with Ameriprise in Glenmont, OH, holding a Series 63 designation and 34 years of industry experience. She previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for 26 years before joining Ameriprise in 2016. Outside of her advisory role, she serves as a trustee on the boards of Holmes-Wayne Electric Cooperative, Inc. and the Holmes County Education Foundation, and is involved in family farm operations and an Airbnb business through FarmView LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Robin Hovis is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 34 years before joining LPL Financial in 2022. Outside of his advisory role, he owns Hovis Supply Co LLC, a catalog supply service for non-profits. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with proprietary research tools and a variety of investment strategies.

Victoria Burke is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at The Killbuck Savings Bank, Tuscarawas Insurance Agency, and Dutchman Hospitality Group. Outside of her advisory role, Burke serves on the Board of Directors for Garaway Youth Cheerleading, is secretary of the Sugarcreek Rotary Club and Tuscarawas County Fair Dairy Committee, and chairs committees for the Sugarcreek Business Association and Ohio Swiss Festival. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports and combining research with modeling and tax-efficiency analysis. The firm also provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Neal Clemens is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds the ChFC® designation and has worked at firms including USA Financial Securities and Concourse Financial Group Securities. Outside of advisory work, he is involved in coaching and consulting services and is a licensed drone pilot. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional retirement-plan sponsors. The firm offers a variety of financial planning, investment management, and retirement services through a network of independent advisors, utilizing proprietary and third-party model strategies across multiple platform options.

Benson Beachy is a financial advisor at Edward Jones in Millersburg, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at First Choice Exteriors and has extensive experience in the restaurant industry. He is the owner of The Crust Baking Co., a wholesale food business where he manages equipment maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.

John Byler is a financial advisor with Raymond James Financial in Millersburg, Ohio, holding 25 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and Raymond James Financial since 2009. Outside of advising, he is the owner of an accounting firm, Bromund & Byler, Inc., and serves as a director of the Holmes County Airport Authority. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to project potential outcomes and supports clients through various advisory programs and institutional portfolio management.

Robert Roth is a financial advisor at Edward Jones in Berlin, Ohio, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for seven years at Waikem Auto Family. He is co-owner and beneficiary of Sugar Bay Properties, LLC, a renovations and resale business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branches.

Cody Austin is a financial advisor at Austin Wealth Solutions with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Retirement Wealth Advisors, L.M. Kohn & Company, and the University of Akron, among others. Outside of advising, he is involved with the Troy Miller Agency, where he provides insurance sales and financial management consulting. Austin Wealth Solutions offers discretionary portfolio management and third-party adviser selection for individuals, corporations, and charitable organizations. The firm integrates investment management with insurance and employee benefits coaching, utilizing an asset-allocation approach and actively monitoring portfolios through Altruist LLC’s Model Marketplace.